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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.29B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,896
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$9.63M
3
+$9.23M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$7.62M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.4M

Top Sells

1
+$9.18M
2
+$8.48M
3
+$8.15M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$7.57M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.26M

Sector Composition

1 Technology 11.07%
2 Healthcare 5.37%
3 Financials 5.14%
4 Consumer Discretionary 4.62%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-6,738
1827
– –
-10,394
1828
– –
-10,604
1829
– –
-2,333
1830
– –
-3,018
1831
– –
-5,260
1832
– –
-5,106
1833
– –
-7,648
1834
– –
-37,847
1835
– –
-10,974
1836
– –
-2,158
1837
– –
-1,042
1838
– –
-5,826
1839
– –
-10,226
1840
– –
-13,211
1841
– –
-12,315
1842
– –
-20,967
1843
– –
-18,045
1844
– –
-5,442
1845
– –
-90
1846
– –
-3,104
1847
– –
-14,713
1848
– –
-7,889
1849
– –
-10,641
1850
– –
-3,550
72 73
74
75 76